Notes - overview

Notes are used in AroFlo Field for reference and communication purposes

Updated on May 21st, 2024

Notes are featured throughout AroFlo Field and are used for reference and communication purposes.

AroFlo's notes editor allows you to record notes using plain text or richly formatted HTML. Each note has its own visibility setting that controls who can view the note (Internal, Client, Contractor, Admin only, etc).

Note Replies

In AroFlo Field, you can also reply to notes for tasks and quotes. This helps you easily identify important notes and saves you from creating additional notes for the same thing.


You can view and add notes in the following areas:

  • Tasks
  • Quotes
  • Invoices
  • Projects
  • Purchase Orders
  • Clients
  • Compliance Forms
  • Suppliers
  • Contractors
  • Locations
  • Users
  • Assets
  • Certifications